If this setting is enabled for your company, you’ll be able to recall a claim in the website application of Zeno Expense, if you need to withdraw or make changes to an item you have previously submitted for approval.
How to undo submitted items?
To undo submitted items...
- From the Expenses menu, ensure the Cash & Other Expenses or the Corporate Card Expenses tab is selected.
- Click in the STATUS drop-down menu, select the Submitted filter and then select an item you would like to recall, as shown in the following screenshot...
When the expense form is displayed, select the UNDO SUBMIT button on the right side of the screen, as shown in the following screenshot...
This action will be processed immediately and a message will be displayed to confirm that the item was successfully unsubmitted, as shown in the following screenshot...
The item status will change to Unsubmitted and the system will add an entry into the Item History, as shown in the following screenshot...
Email Notifications
When a claimant recalls an item, an email is automatically sent to the assigned Line Manager(s) to advise that the status has changed to Unsubmitted or Deleted.